Hedge Fund - VGI Partners

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No. Security Ticker Shares Value Activity % Port History
1. NEM 2,089,404 $121,728,677 -13% 10.29%
2. TECK 2,995,535 $120,959,704 -5% 10.22%
3. FCX 2,430,203 $105,349,300 +61% 8.9%
4. WYNN 1,091,578 $102,248,111 8.64%
5. BAC 2,018,295 $95,505,719 -5% 8.07%